Configuration Quick Reference
Before you can synchronize data between Visual Studio Team Foundation Server 2012 and Microsoft Project Server, you must first install the Team Foundation Server Extensions for Project Server and configure the two server products. You can use this topic as a quick reference to install software, assign permissions, configure integration, and verify data synchronization. To perform more customized configurations or for more detailed procedures, see Configure the Integration of Team Foundation Server and Project Server.
Note
To ask a question of the community, see the following forum post on the Microsoft website: Team Foundation Server and Project Server Integration.
In this topic
Install and Configure Prerequisite Software
Install Software
Assign Permissions
Configure Integration
Verify Data Synchronization
Required Permissions
To perform the procedures in this topic, you must belong to the following groups or have the following permissions:
To register an instance of Project Web Access or Project Web App (PWA), you must belong to the Team Foundation Administrators group and to the Administrators group for each instance of PWA that you will register.
To grant Team Foundation permissions: you must belong to the Team Foundation Administrators group or your View instance-level information and Edit instance-level information permissions must be set to Allow. You must also have access to the Team Foundation Administration Console or the Group Membership dialog box for a team project collection by using Team Explorer.
To grant Project Server permissions: you must have Manage users and groups global permission for an instance of PWA. You must also have access to Project Server through PWA.
To grant SSP permissions: you must belong to the Farm Administrators group, the SharePoint Administration group, or the administrators group for the Web application that supports Project Server. Group membership will depend on the security architecture of your deployment.
To use stsadm.exe: you must be an administrator on the local computer.
For more information, see Assign Permissions to Support Integration of Project Server and Team Foundation Server.
Install and Configure Prerequisite Software
The following table summarizes the prerequisite software that you must install and configure before you install Team Foundation Server Extensions for Project Server.
Important
Installing or upgrading to Visual Studio Team Foundation Server 2012 requires 64-bit machines. Also, to install Team Foundation Server Extensions for Project Server requires that Project Server is installed on 64-bit machines.
Step |
Task |
Machine |
Notes |
|---|---|---|---|
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Install one of the following versions of Project Server:
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On each application-tier server that hosts Project Server 2007 with SP2 or SP3 and that will participate in data synchronization, or each web-tier and application-tier server that hosts Project Server 2010 or Project Server 2013 and that will participate in data synchronization. |
Project Server 2007 must be supported by SQL Server 2005 or SQL Server 2008. Important For Project Server 2007 and Project Server 2010, the SharePoint web application for the instance of PWA must be set to Classic Mode Authentication. You will not be able to register the instance of PWA if it is set to Claims Based Authentication. For Project Server 2013, you can configure the SharePoint web application for the instance of PWA to either Classic Mode Authentication or Claims Based Authentication. |
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Install one of the following versions of Office Project:
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Each client machine on which Project Professional will be used to synchronize data between enterprise project plans and team projects. |
You must install Visual Studio 2012 or Team Explorer 2012 on each client machine to get the plug-in that supports integration between Team Foundation Server and Project Server. |
.png "Step 1")
.png "Step 2")
Note
You do not need to deploy Active Directory, but it is highly recommended so that you can more easily synchronize the accounts of users, groups, and services that are valid within Team Foundation Server and Project Server.
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Install Software
The following table summarizes the installation steps that you must perform. To install software, you must have administrative permissions on the machine where the software is installed.
Step |
Task |
Machine |
Notes |
|---|---|---|---|
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Install Visual Studio Team Foundation Server 2012. |
Each application-tier server for Team Foundation Server that will participate in data synchronization with Project Server. |
The software that supports data synchronization is automatically installed with Team Foundation Server. For more information, see Installing Team Foundation Server. |
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Install Team Foundation Server Extensions for Project Server. |
On each App tier server that hosts Project Server 2007 and that will participate in data synchronization or each Web tier and App tier server that hosts Project Server 2010 or Project Server 2013 and that will participate in data synchronization. |
Only those machines that have Team Foundation Server Extensions for Project Server installed can participate in data synchronization between the two products. For more information, see How to: Add Project Server to Team Foundation Server. |
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Install Visual Studio 2012 or Team Explorer. For downloads, see: |
Each client machine on which Project Professional will be used to synchronize data between enterprise project plans and team projects. Each client machine or server that you will use to configure and administer the integration of the two products. Important You must install Visual Studio 2012 to obtain the add-in for Project Professional, but you do not require a client access license (CAL) to interface with the integration of Team Foundation Server and Project Server. |
Each project manager who will manage enterprise project plans that will participate in data synchronization with Team Foundation must install the add-in to Project Professional. Also, each administrator who will configure the integration of the two server products requires the software that is installed with Visual Studio 2012. This software configures the add-in to Project for the integration. |
.png "Step 3")
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Assign Permissions
To assign permissions, you must have administrative permissions for the software elements that you are configuring. You must assign administrative permissions for Team Foundation Server and an instance of Project Web Access or Project Web App (PWA) to the user who will configure the integration of these products. The following table summarizes the permissions that you must assign. You should make these assignments after you have installed Team Foundation Server Extensions for Project Server. You assign most permissions through the Team Foundation administration console for a project collection, the Project Security dialog box for a team project, or through the Manage Users or Manage Groups web pages for an instance of PWA.
Note
To assign permissions, see Assign Permissions to Support Integration of Project Server and Team Foundation Server.
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Configure Integration
The following table summarizes the minimum set of steps that you must take to configure integration of the two products. Each step uses the TfsAdmin command-line tool, which you can access by opening a Command Prompt window where either Visual Studio or Team Explorer is installed and enter:
cd %programfiles%\Microsoft Visual Studio 11.0\Common7\IDE
On a 64-bit edition of Windows, replace with .%programfiles(x86)%%programfiles%.
To perform more customized configurations, see Configure the Integration of Team Foundation Server and Project Server.
Note
Even if you log on with administrative permissions, you must open an elevated Command Prompt window to run the TfsAdmin command-line tool on a server that is running Windows Server 2008. To open an elevated Command Prompt window, click Start, right-click Command Prompt, and then click Run as Administrator. For more information, see the following page on the Microsoft website: User Access Control.
Step |
Task |
|---|---|
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Register an instance of PWA. You must register each instance of PWA that supports the enterprise project plans with the application-tier server that hosts the team projects that will participate in data synchronization. You should register all instances of PWA that are used by enterprise project plans that must synchronize their data with a team project. Replace pwaUrl with the Uniform Resource Locator (URL) of the instance of PWA and tfsUrl with the URL of the application-tier server. The following example registers PWAInstance to AdventureWorksServer: TfsAdmin ProjectServer /RegisterPWA /pwa:http://PWAServerName/PWAInstance /tfs:http://AdventureWorksServer:8080/tfs/ Note The default port for Team Foundation Server is 8080. For more information, see How to: Verify or Correct Port Assignments. |
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Map the PWA instance with a team project collection. You must map each instance of PWA that supports an enterprise project plan. You should map all instances of PWA that are used by enterprise project plans that must synchronize data with team projects. Replace tpcUrl with the URL of the team project collection. The following example maps DefaultCollection to PWAInstance, which is defined on AdventureWorksServer: TfsAdmin ProjectServer /MapPWAToCollection /pwa:http://PWAServerName/PWAInstance /collection:http://AdventureWorksServer:8080/tfs/DefaultCollection |
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Upload default field mappings. You must define the field mappings for each project collection that you have mapped to an instance of PWA. You can use the default field mappings as a starting place and customize them only if necessary. The following example uploads the default field mappings to DefaultCollection on the AdventureWorksServer: TfsAdmin ProjectServer /UploadFieldMappings /collection:http://AdventureWorksServer:8080/tfs/DefaultCollection /useDefaultFieldMappings For more information, see Customize the Field Mapping Between Project Server and Team Foundation Server. |
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Associate an enterprise project plan with a team project. Before you can map a project plan, you must first publish it to Project Server, and the team project must be defined in the collection. You must map each enterprise project plan to the team project that contains data that you want to synchronize. You also must indicate which types of work items you want to participate in synchronization. Replace PlanName with the name of the enterprise project plan, ProjectName with the name of the team project, and ListOfTypes with the names of the types of work items. For example, you can specify the following types of work items to support an agile process as "User Story,Task" or "User Story", Task. If your project is based on a formal (CMMI) process template, you can specify "Requirement,Task". Do not include a space after the comma. The following example maps MyEnterpriseProjA to MyTeamProjB in DefaultCollection on AdventureWorksServer and specifies that user stories and tasks will participate in synchronization: TfsAdmin ProjectServer /MapPlanToTeamProject /collection:http://AdventureWorksServer:8080/tfs/DefaultCollection/ enterpriseproject:MyEnterpriseProjA /teamproject:MyTeamProjB /workitemtypes:"User Story,Task" Note The /nofixedwork flag is optional. Specify this flag only if you want Project Server tasks that are mapped to work items in Team Foundation not to be assigned to the Fixed Work task type. If you mapped your project plan while it was open, you should close and re-open it for the changes to register. When you open the plan, you should verify whether the Publish to Team Project and Work Item Type (Text30) columns appear. The presence of these columns indicates that the project plan has been mapped to a team project. |
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Add team members to the enterprise resource pool. For each task that is published to the team project, you must assign a valid contributor of the team project as a resource. You must also identify as a valid contributor any team member who submits work items that are synchronized with Project Server. To identify valid contributors, you must add team members from the enterprise resource pool to the resources for the enterprise project plan. For more information, see Add resources to the enterprise resource pool. |
.png "Step 4")
.png "Step 5")
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Verify Data Synchronization
You can verify that data is being synchronized by performing the steps that the following table summarizes. Perform these steps by using the enterprise project plan and the team project that you mapped when you configured the integration.
Step |
Task |
Procedure |
|---|---|---|
|
Program Manager: Add a task, and set it to synchronize with Team Foundation Server. |
Important Make sure that you close the project plan after it was mapped and then re-open it. In a mapped enterprise project plan, define a user story, task, or requirement. Make sure that you assign the following fields: Resource Names, Publish to Team Project, and Work Item Type (TFS). Save the plan, and then publish it to Project Server. You can verify that the plan has been published if you check the status bar in your project plan. |
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Team Lead: Verify that the tasks that were added in step 1 appear as work items in Team Foundation. |
In Team Explorer, run the Product Backlog or Work Breakdown query. The new work items should appear within a few minutes of the plan being published to Project Server. Open the work item, and verify that the Project Server Sync message has been added to the history field. |
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Team Lead: Change one of the work items that was replicated in Team Foundation. Add a work item, and set it to publish to Project Server. |
Open the replicated work item, click the Project Server tab, and modify a field. For example, you can modify the Remaining Work field. Create a work item, set the Submit to Project Server field to Yes, and save the work item. Note You can submit only those work items that are types that were configured to participate in data synchronization. |
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Program Manager: Review and approve the updated status for the submitted work items. |
From a web browser, open your Approval Center, and verify that a status update appears for the updated work item and the newly created work item. You should expect the status update to appear after a few minutes. Accept the status updates, and add a comment. Note If your integration is with Project Server 2010, you can verify whether the comments that you add to a status update appear in the History field of the work item. To update your enterprise project plan with the changes that were submitted from Team Foundation, you must accept the updates. |
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Program Manager: Verify that the approved work items appear in the enterprise project plan. |
Open the enterprise project plan, and confirm that the approved work items appear. You may have to close the project plan and reopen it to view the updates. |
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Team Lead: Review the Project Server Sync messages and the status of the submitted work items. |
In Team Explorer, refresh your team project. Open the work items that were submitted to Project Server, and review the message that was added to the History field. Click the Project Server tab, and review the values that were assigned to the status fields for Project Server. You should expect the updates to appear after a few minutes. |
.png "Step 6")
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See Also
Tasks
Configure the Integration of Team Foundation Server and Project Server
Concepts
System and Setup Requirements to Support Integration of Team Foundation Server and Project Server
Manage Project Server Integration with TfsAdmin ProjectServer
Overview of the Synchronization Process for Team Foundation Server and Project Server Integration